Practice Management Software
Practice Management Software
For CAs & Tax Practitioners
Manage Tasks, Clients & Documents, Track time, Send Reminders, and much more
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Manage Practice Easily from Anywhere
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Watch how Finexo PMS streamlines your practice operations
Trusted by hundreds of CA and Tax Practitioners Accross India
Saving them time and efforts
- Charterd Accountant
- 700+
- Tax Practitioners
- 400+
- Clients Managed
- 2,35,000+
All Details in One Place
Save 10+ Hours Weekly: Focus on Clients, Not Task Management
Create and manage tasks easily. Allocate to your team members and track the status of the tasks. Get notified when the task is completed.
- Create Task Automatically
- Just select date on which you want to create each task. For example, if you want all GSTR-1(Monthly) tasks to be created on 7th of every month, just select 7th and system will create tasks for all GSTR-1(Monthly) GSTINs on 7th of every month.
- All things considered
- System will also consider the QRMP selection, registration date, cancellation date, registration type (regular or composition) etc. while creating tasks. For example - Task for June 2024 will not be created for GSTIN which is cancelled in May 2024.
- Manage Task
- Allot task to your team members, track the status of the task, set due date, add comments. Get notified for each change by your team members.
Declutter all information
Manage Clients
Keep all your client information in one place. Save passwords for all portals, attach docs like pan, aadhar, etc. Add new fields using custom fields option.
- Import Clients
- Import all client easily with excel import option. Or you can just add all GSTIN to start managing GST clients.
- Manage DSC
- You can manage DSC of all clients with our DSC management option. Get reminders for expired and soon to expire DSC.
- Use Custom Fields for Extra Information
- If you need to save some extra information for your clients, you can use custom fields option.
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Increase Productivity
Manage your whole team
Assign tasks to users. Track their progress.
- Set Responsibility
- Every action done by you or your team members is saved. You can check activity logs to see what has been done. It sets responsibility in your team.
- Decrease Communication Load
- It happens that you calls/whatsapp team members when they are not around. Which distracts them from their work and takes your time too. With this software, you can assign tasks to your team members and they see it in their dashboard.
- Use Task Comments for Every Update
- Can you remember all the updates you made to a task? With this software, your team members can add comments to a task. No more to and fro communication on WhatsApp which you cannot found after some weeks.